Provider Alerts

Add a Provider Alert

CollaborateMD allows you to add specific alerts to your providers. Alerts will appear as a pop-up whenever the provider is opened in any section of the CollaborateMD application. Using alerts helps ensure your team is made aware of any important information associated to your providers. 

Follow the steps below to add alerts to providers. 

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search.

  3. Select the Provider.

  4. Locate and click on Alerts from the right-hand side panel. 

  5. Click the Add Alert button.

  6. Write the message you would like to have appear in the alert pop-up.

  7. Use the Display Options boxes to determine when you would like the alert to appear.

    For more information on the Display Options, reference the Alert Control Help Article.  

  8. The Effective Date Range allows you to set how long the alert should remain active. 

  9. Click Done to add your alert.

  10. Click Save.

Find or edit a Provider Alert

Follow the steps below to find or edit any alert(s) associated to a provider. 

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search.

  3. Select the Provider

  4. Locate and click on Alerts from the right-hand side panel.

  5. Find the alert and click on it to open, then modify. 

  6. Click Save.

Remove Provider Alerts

Follow the steps below to remove any alert(s) that is no longer applicable to a provider. 

  1. Select Customer Setup > Providers.

  2. Use the Show All button to view all providers. Or use the Search field to further drill down your search.

  3. Select the Provider

  4. Locate and click on Alerts from the right-hand side panel.

  5. Find the alert and click the icon. Or open the alert to review, then click the Delete button. 

  6. Click Save.